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Financial Gravity Asset Management’s Vanguard Total World Stock ETF VT Stock Holding History

Financial Gravity Asset Management’s Portfolio VT Stock Details VT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$463 Hold
4
– – ﹤0.01% 920
2024
Q1 		$419 Hold
4
– – ﹤0.01% 849
2023
Q4 		$419 Buy
+4
New +$385 ﹤0.01% 907

Other funds holding VT

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
TTSTC
Texas Treasury Safekeeping Trust Company Austin, Texas $692M AUM 15.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
EEP
Edgehill Endowment Partners Hamden, Connecticut $581M AUM 20.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Financial Gravity Asset Management's VT Position: Q2 2024 in Review

Financial Gravity Asset Management held its Vanguard Total World Stock ETF (VT) position steady in Q2 2024 at 4 shares worth $463. The position accounts for ﹤0.01% of the portfolio, ranked #920.

Financial Gravity Asset Management first reported a position in VT in Q4 2023 and has held it in 3 quarters since. 905 funds tracked by Wall St. Rank hold VT as of Q2 2024.

  • Financial Gravity Asset Management held 4 shares of Vanguard Total World Stock ETF worth $463 as of Q2 2024.
  • Financial Gravity Asset Management left its Vanguard Total World Stock ETF share count unchanged in Q2 2024.
  • Vanguard Total World Stock ETF made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q2 2024, its #920 holding.
  • Financial Gravity Asset Management first reported a position in Vanguard Total World Stock ETF in Q4 2023 and has held it in 3 quarters since.
  • 905 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.